See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,428 | $71,883-56.3% | $86,677-63.7% | $68,494-54.1% |
| Participation rate | 46.2% | 72.2%-26.1pp | 76.6%-30.4pp | 67.9%-21.7pp |
| Annual return | -12.19% | 3.52%-15.7pp | 35.91%-48.1pp | -7.84%-4.3pp |
| Employer contribution / active EE | $1,215 | $2,173-44.1% | $2,836-57.2% | $2,596-53.2% |
| Participant deferral / active EE | $2,570 | $3,779-32.0% | $4,656-44.8% | $4,027-36.2% |
| Admin fee / account holder | $2,070 | $6,112-66.1% | $7,493-72.4% | $5,403-61.7% |